Every handoff matters
Time kills deals
Every minute a prospect waits lowers conversion rates. Reduce waiting time at every handoff with optimized distribution.
Pipelines leak
Basic round robin seems fair but isn't flexible or adaptable. Automation ensures the right rep has the right deal at the right time.
Patchwork won't work
Automating leads but manually assigning customer accounts is complex and messy. Simplify by automating every assignment.
Smart assignment at every stage
Move beyond simple lead routing to intelligent assignment automation for your entire customer lifecycle. Move customers more smoothly from stage to stage. Keep rep books balanced, close deals more efficiently, and increase your revenue velocity.
Smarter account distribution = increased revenue velocity
Gradient Works integrates directly with Salesforce to streamline all your lead routing, rules of engagement, and account assignment. Build the ABM workflow you need to modernize account distribution and grow your revenue.
Replace complex, hard-coded logic and manual processes with intelligent automation for every handoff in your sales cycle.
“We’ve automated our MQL distribution process with Gradient Works, which has been instrumental to scaling our sales organization for the next stage of our company’s growth.”
-Brandon Smith, Revenue Operations Manager, QuotaPath
Take a look at Gradient Works in action
Adaptive assignment engine
Gradient Works adaptive assignment engine goes beyond round robin to ensure the right rep gets the right assignment.
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Balance rep books by weighting reps based on performance or other factors to adjust how often they’re eligible for assignment
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Dynamically manage rep workload and capacity to make sure they stay laser-focused
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Take rep availability into account on every assignment, whether it’s PTO or working hours
Rules of engagement hub
Gradient Works is built right into Salesforce, giving you one place to manage everything related to rules of engagement.
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Keep your data clean with powerful lead-to-account matching
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Answer any assignment question using full audit history for every ownership change
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Assign any type of Salesforce object to any user using any field
Automation doesn't stop with distribution
What happens after a rep gets that new lead? The job’s not done - what happens next is just as important. With Gradient Works, you can help your reps take the next step by automating the actions after assignment.
- Create a follow-up task in Salesforce
- Enroll a prospect in an engagement cadence in Salesloft or Outreach
- Send a Slack notification when a new lead is assigned
- Schedule a meeting in Google Calendar or Office/Microsoft 365
Automation with tools you know
Gradient Works routing workflows are built with Salesforce Flow. Use your team’s existing skills, enhance current logic, and maintain it all using modern no-code Salesforce tools.
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Powerful logic with everything Salesforce Flow offers
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Fast and efficient for even the highest velocity orgs
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Configurable triggers, built on schedules, changes or clicks
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We're changing the way our customers work
“Gradient Works played a key role in overhauling every handoff throughout our customer lifecycle - including lead routing, opportunity assignment, and customer account assignment. It’s allowed all our client-facing teams to work that much more closely and efficiently together.”
-Eric Choronzy, Vice President Sales Operations, DemandScience
“Gradient Works has quickly become an essential part of our sales and martech stack. We’ve been able to transition to an ABM model and now use Gradient Works to assign hundreds of inbounds a week.”
-David Cardiel, Vice President, Growth Marketing at Wordpress VIP and Parse.ly
“We’ve been able to change the way we manage the flow of our entire sales process. Gradient Works has helped us increase our revenue velocity - optimizing who’s receiving what and reducing latency across our sales cycle.”
-Kevin McKeown, SVP, Global Sales at Mailgun
